401(k) · DOL Form 5500 · 2023

Ultimate Fitness Holdings, LLC 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
497
Participants Below avg headcount
61st
Percentile by assets National rank
$22,761
Avg per participant Low balance/head
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Official DOL plan name: Orangetheory Fitness 401(k) Retirement Plan · Sponsored by Ultimate Fitness Holdings, LLC · Florida · Arts, Entertainment & Recreation

$11M in assets, 497 participants

Ultimate Fitness Holdings, LLC's Orangetheory Fitness 401(k) Retirement Plan reported $11M in total assets and 497 participants in its 2023 DOL Form 5500 filing, ranking in the 61st percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #2,237 in Arts, Entertainment & Recreation (2,945 peers)

Ultimate Fitness Holdings, LLC multi-year trail

Ultimate Fitness Holdings, LLC's plans moved +105.2% in assets from 2022 to 2024; this filing shows Orangetheory Fitness 401(k) Retirement Plan at $11M / 497 participants.

#2,237
in Arts, Entertainment & Recreation (2,945 peers)
+53.3%
assets growth YoY

Orangetheory Fitness 401(k) Retirement Plan's mid-pack asset rank among Arts, Entertainment & Recreation and all filers

Orangetheory Fitness 401(k) Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$11,312,025 Top 39% higher than 61% of 127,068 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Orangetheory Fitness 401(k) Retirement Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Orangetheory Fitness 401(k) Retirement Plan sits mid-pack in the medium band (497 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Orangetheory Fitness 401(k) Retirement Plan reported net income rose from $573K in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Orangetheory Fitness 401(k) Retirement Plan reported participants rose from 295 in the plan year 2022 filing to 497 in the plan year 2023 filing.
  • Orangetheory Fitness 401(k) Retirement Plan end-of-year assets rose from $7M in the plan year 2022 filing to $11M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 811144993 · Ultimate Fitness Holdings, LLC PY 2023 · 401(k)

Orangetheory Fitness 401(k) Retirement Plan · $11M · 497 · 61st

  • EOY $11M
  • 5500 497
  • ASSETS 61st
  • PCT 401(k)
  • EIN near Encoder Products Company 401(k) Profit Sharing Plan & Trust
  • RANK ind #2237

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Arts, Entertainment & Recreation retirement plans → · Plans in Florida →

Orangetheory Fitness 401(k) Retirement Plan in the asset neighbourhood

Orangetheory Fitness 401(k) Retirement PlanOrangetheory Fitness 401(k) …$11MEncoder Products Company 401(k) Profit Sharing Plan & TrustEncoder Products Company 401…$11MPerillo Employees 401(k) Plan$11MTechnical Consumer Products, Inc. 401(k) Profit Sharing PlanTechnical Consumer Products,…$11MGarner Industries, LLC 401(k) Profit Sharing PlanGarner Industries, LLC 401(k…$11M
End-of-year total assets ($M) among Orangetheory Fitness 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Ultimate Fitness Holdings, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Ultimate Fitness Holdings, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$15M 105.20226137072592% vs 2022
2024 filing year
$5M$10M$15M$20M 202220232024 $7.38M $15.1M ▲ +105.1%
Year Plans Participants Total Assets
2022 1 295 $7M
2023 1 497 $11M
2024 1 476 $15M

Ultimate Fitness Holdings, LLC filing trail (2023)

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$11M
Net Income$4M
Employer EIN811144993
Plan Effective Date2016-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Florida

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Orangetheory Fitness 401(k) Retirement Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Orangetheory Fitness 401(k) Retirement Plan, Total assets ($B): 0.011312025 · Participants: 497Orangetheory Fitness 401(k) Retirement PlanL3harris Retirement Savings Plan, Total assets ($B): 15.384363901 · Participants: 40665L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 11.333196569 · Participants: 50817Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 8.025816173 · Participants: 308867Adp Totalsource Retirement Savings PlanTrinet 401(k) Plan, Total assets ($B): 7.029692551 · Participants: 157945Trinet 401(k) PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.572590596 · Participants: 184674Publix Super Markets, Inc. 401(k) Smart Plan
Orangetheory Fitness 401(k) Retirement Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Orangetheory Fitness 401(k) Retirement Plan side-by-side with 3 peers →

Orangetheory Fitness 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Encoder Products Company 401(k) Profit Sharing Plan & Trust in ID ($11M); by covered participants it is First York Ban Corp and Subsidiaries Profit Sharing Plan in NE (497 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (497 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Orangetheory Fitness 401(k) Retirement Plan assets move in 2023? ▼
Orangetheory Fitness 401(k) Retirement Plan surged - up 53.3% during 2023, from $7M to $11M. Reported net income was $4M.
How have Ultimate Fitness Holdings, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ultimate Fitness Holdings, LLC's sponsor-wide assets grew 105.2%, from $7M to $15M.
Which 401(k) plans are similar in size to Orangetheory Fitness 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Encoder Products Company 401(k) Profit Sharing Plan & Trust in ID ($11M, 164 participants).
Which 401(k) plans cover a similar participant headcount to Orangetheory Fitness 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is First York Ban Corp and Subsidiaries Profit Sharing Plan in NE (497 participants, $49M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 811144993.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.